The Duckhorn Portfolio Stock Discussion

$Micron Technology(MU.US)$
— The chip stock slid 4% in extended trading after Micron offered weaker-than-expected earnings guidance for the current quarter. Micron said to expect a loss of $1.07 per share, while analysts polled by LSEG, formerly known as Refinitiv, expected 95 cents. Elsewhere, the company posted a narrower-than-expected loss for the fiscal fourth quarter, as well as revenue that came in ahead of expectations. Current-quarter revenue ...

Gapping up
In reaction to earnings/guidance:
• $Vail Resorts(MTN.US)$ +3.7%, $The Duckhorn Portfolio(NAPA.US)$ +2.7%, $Jefferies Financial(JEF.US)$ +1.6%
Other news:
• $Axsome Therapeutics(AXSM.US)$ +4.3% (disclosesplansto resubmit AXS-07 NDA basedonsuccessfulFDAtype a meeting)
• $Invivyd(IVVD.US)$ +4.1% (files for $400mlnmixed securities shelf offering)
• $TRITIUM DCFC LIMITED(DCFC.US)$ +3.1%(tosupply fast chargers for Australia's l...

Gainers:
• $Veru Inc(VERU.US)$ +11.4% (extends momentum from +13% move during regular session)
• $Annovis Bio(ANVS.US)$ +9.4% (received notice from the FDA that the Phase 3 clinical study in early Parkinson's patients may proceed)
• $GameStop(GME.US)$ +6.7% (announces 4-for-l stock split)
• $Bed Bath & Beyond Inc(BBBY.US)$ +6% (interim CEO purchases 50000 shares)
• $VAALCO Energy(EGY.US)$ +5.4% (completes South Tchibala 1HB-ST W...

Gainers:
• $Okta(OKTA.US)$ +15.8% (In reaction to earnings)
• $StoneCo(STNE.US)$ +12.9% (In reaction to earnings)
• $Turning Point Therapeutics(TPTX.US)$ +116.8% (Bristol Myers Squibb (BMY) will acquire Turning Point Therapeutics for $76,00 per share; expected to be accretive to Non-GAAP earnings per share beginningin2025)
• $Amylyx Pharmaceuticals(AMLX.US)$ +24.9% (receives PDUFA date extension for AMX0035; scheduled for September ...